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Stranded fertilizer and costly diesel could cut global harvests in 2027
A rare El Niño could compound the damage in 2027, with Egypt and Saudi Arabia exposed on different fronts
The regional war is accelerating an energy export boom across the Americas
The Gulf’s biggest customers in Asia can’t easily switch, even as American supply weighs on prices
Gulf oil exports slip back from their prewar high as attacks reach waters beyond Hormuz
Washington says Iran has lost control of Hormuz, but renewed tanker attacks beyond the strait are threatening the Gulf’s fragile…
Arctic shipping hits a record as Hormuz and Bab Al Mandab get harder to rely on
More container ships, bulkers, and tankers are heading through the Arctic as traditional chokepoints come under pressure
The Gulf tanker crunch is turning ship pricing upside down
Availability is beating age in a tanker market starved for ships
EU cuts gas storage mandate to 80% as winter buffer shrinks
Brussels just lowered the winter storage bar to 80%, down from 90%, and the question is whether Europe clears even…
A Hormuz workaround is draining the global tanker fleet — and Europe and Asia are paying for it
Freight used to be almost incidental to the economics of the barrel, but now it can determine whether the trade…
Washington's new Iran sanctions push tests how much exposure China is actually willing to defend
China has absorbed roughly 90% of Iran’s oil exports, with Iranian crude accounting for around 1.4 mn bbl / d…
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